401(k)
2023 plan-year 401(k) DOL Form 5500

Apellis Pharmaceuticals, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Apellis Pharmaceuticals, Inc. · Massachusetts · Manufacturing

What the 2023 filing shows

Apellis Pharmaceuticals, Inc. 401(k) Plan holds $65M for 694 participants — about $93,680 per participant, up 58.9% over the 2023 plan year.

$65M
total plan assets (2023 EOY)
694
covered participants
$93,680
avg assets per participant
+58.9%
assets growth YoY
Total Assets (2023)
$65M
Participants
694
Industry
Manufacturing

What the Filing Says About Apellis Pharmaceuticals, Inc. 401(k) Plan

Apellis Pharmaceuticals, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Apellis Pharmaceuticals, Inc., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 694 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 271537290, and the plan has been effective since 2010-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2023 to $65M at year-end — a gain of 58.9%. Net assets (after liabilities) closed the year at $65M, with reported net income of $24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$41M
Total Assets (End of Year)$65M
Net Assets (End of Year)$65M
Net Income$24M
Plan Type401(k)
Employer EIN271537290
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apellis Pharmaceuticals, Inc.)

Year Plans Participants Total Assets
2022 1 451 $41M
2023 1 694 $65M
2024 1 579 $88M

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Frequently Asked Questions

How much money is in the Apellis Pharmaceuticals, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Apellis Pharmaceuticals, Inc. 401(k) Plan holds $65M in total assets with 694 participants. It is sponsored by Apellis Pharmaceuticals, Inc..
What type of plan is Apellis Pharmaceuticals, Inc. 401(k) Plan?
Apellis Pharmaceuticals, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2010-07-01. The plan is filed with the U.S. Department of Labor under EIN 271537290.
Who sponsors the Apellis Pharmaceuticals, Inc. 401(k) Plan?
Apellis Pharmaceuticals, Inc. 401(k) Plan is sponsored by Apellis Pharmaceuticals, Inc., located in Massachusetts. The sponsor's EIN is 271537290 and the plan operates in the Manufacturing industry.
How did Apellis Pharmaceuticals, Inc. 401(k) Plan perform in 2023?
Apellis Pharmaceuticals, Inc. 401(k) Plan grew by 58.9% during 2023, moving from $41M to $65M in total assets. Net income was $24M.
Where can I find official filings for Apellis Pharmaceuticals, Inc. 401(k) Plan?
Official Form 5500 filings for Apellis Pharmaceuticals, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 271537290 or plan name at efast.dol.gov.
How does Apellis Pharmaceuticals, Inc. 401(k) Plan compare to other plans?
You can compare Apellis Pharmaceuticals, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 271537290.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.